Meggan Taylor

Coordinated with operations staff to resolve service problems and boost client satisfaction.

• Maintained accurate record-keeping with proactive attention to client information updates.
• Collaborated with other departments to develop ways to increase customer satisfaction.
• Trained staff on operating procedures and company services.
• Managed the process of onboarding advisor from outside firm including all clients and accounts.

• Managed loan officer efficiency and sales.
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Interviewed applicants to assess loan requirements before suggesting offers.

• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Analyzed customers' financial information to deliver personalized account guidance.
• Cultivated strong customer relationships by providing tailored advice and services.
• Presented new and additional products and services to existing customers.